I think anyone who listens to Musk talking about something they themselves know a lot about quickly realises that Musk's skills are elsewhere. He can motivate and market the hell out of a business whilst snorting more ketamine than a herd of horses but he is not a technical genius by any means. He pays people well to agree with him and fires them when they don't, so I suspect that his companies that produce better and more stable products do so because he micromanages them less.

It's weird that what he does is so easy yet no one else is making EVs at scale in USA, or landing rockets, 10 years after SpaceX did it